Home/Smart Money/Galvin, Gaustad & Stein, LLC
§ 13F · FUND PROFILE

Galvin, Gaustad & Stein, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1160.5T (13F)Positions · 191Turnover · · Q4Filed · Jan 23, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$86.3T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED JAN 23, 2026
#TickerNameShares$ value% portΔ Q4
1IEFAISHARES TR451K$40.4T3.1%±0%
2VEAVANGUARD TAX-MANAGED FDS584K$36.5T2.8%+1%
3MSFTMICROSOFT CORP70K$34.1T2.7%+3%
4JPMJPMORGAN CHASE & CO.103K$33.1T2.6%−1%
5HCAHCA HEALTHCARE INC67K$31.5T2.5%−20%
6AMZNAMAZON COM INC118K$27.1T2.1%+4%
7SCHRSCHWAB STRATEGIC TR1.06M$26.7T2.1%±0%
8GEGE AEROSPACE85K$26.3T2.0%−4%
9VSSVANGUARD INTL EQUITY INDEX F181K$25.9T2.0%+1%
10AGGISHARES TR253K$25.3T2.0%+2%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE GALVIN, SIGNAL

AC read

Galvin, Gaustad & Stein, LLC is a Other fund managing $1160486.4 trillion in assets. The fund runs a portfolio of 191 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed